BIP

Blueprint Investment Partners Portfolio holdings

AUM $564M
1-Year Est. Return 15.06%
This Quarter Est. Return
1 Year Est. Return
+15.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98.3M
AUM Growth
-$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Sells

1 +$20M
2 +$8.35M
3 +$7.77M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$5.75M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$5.36M

Sector Composition

1 Communication Services 0.36%
2 Consumer Staples 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$239K 0.24%
2,173
-10
27
-19,176
28
-20,826
29
-1,323